Eva Lee, Head of Greater China Equities at UBS Global Wealth Management, shares her expertise on the Chinese economy, discussing challenges like weak consumption and a struggling property market. Jay Hatfield, CEO and CIO at Infrastructure Capital Management, weighs in on the U.S. market dynamics, highlighting the response to anticipated rate cuts and GDP forecasts. Both guests delve into the volatility at the start of 2025 and explore investment strategies amid evolving conditions, particularly the allure of risk assets in Asia.

Cheryl Smith, an economist and portfolio manager at Trillium, Mary Nicola, a Bloomberg M-LIV strategist based in Singapore, and Eva Lee, head of Greater China Equities at UBS, dive into the financial turbulence impacting global markets. They discuss the implications of US jobs data on investor sentiment and the challenges facing China's economy, including inflation and weak demand. The trio also explores strategies for navigating current market conditions, particularly in the tech sector amid an uncertain earnings season.